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1440 Arrowhead Drive, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sylvania Country Club | Sylvania | OH | 05/2016 | 08/2020 |
| Crunch Fitness | Toledo | OH | 07/2020 | 05/2021 |
| Fedex Ground | Perrysburg | OH | 04/2022 | 08/2022 |
| United States Marine Corps | Selfridge Angb | MI | 06/2021 | Present |
| Apex Metal Machine And Fabrication | Toledo | OH | 05/2020 | 07/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2023 | 03/2025 |
| Northwestern Mutual Investment Services Llc | Toledo | OH | 11/2023 | 03/2025 |
| Tfo Wealth Partners | Maumee | OH | 06/2025 | Present |
1. United States Marine Corps, Not Investment-related, 27601 C Street, Selfridge ANGB, MI, USA, 48045, Marine Reservist, Start Date: 06/06/2021, 0 hrs per week, 0 trading hrs per week, Military, Duties: Carry out the duties of the orders given to me by my chain of command.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-13 |
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